Beaton Management Company’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Beaton Management Company’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$237K	Hold	1,640	–	–	0.11%	136
2025 Q4	$232K	Hold	1,640	–	–	0.1%	137
2025 Q3	$232K	Hold	1,640	–	–	0.11%	134
2025 Q2	$218K	Hold	1,640	–	–	0.11%	131
2025 Q1	$204K	Hold	1,640	–	–	0.11%	136
2024 Q4	$222K	Hold	1,640	–	–	0.11%	129
2024 Q3	$229K	Hold	1,640	–	–	0.12%	129
2024 Q2	$211K	Hold	1,640	–	–	0.11%	132
2024 Q1	$214K	Hold	1,640	–	–	0.12%	130
2023 Q4	$205K	Hold	1,640	–	–	0.12%	129
2023 Q3	$180K	Buy	+1,640	New	+$189K	0.12%	130
2022 Q4	–	Sell	-1,980	Closed	-$201K	–	127
2022 Q3	$201K	Hold	1,980	–	–	0.15%	122
2022 Q2	$209K	Hold	1,980	–	–	0.15%	122
2022 Q1	$248K	Hold	1,980	–	–	0.15%	123
2021 Q4	$275K	Hold	1,980	–	–	0.16%	119
2021 Q3	$257K	Hold	1,980	–	–	0.17%	122
2021 Q2	$263K	Hold	1,980	–	–	0.17%	124
2021 Q1	$254K	Hold	1,980	–	–	0.18%	119
2020 Q4	$226K	Buy	+1,980	New	+$202K	0.17%	121
2018 Q4	–	Sell	-2,800	Closed	-$282K	–	118
2018 Q3	$282K	Sell	2,800 -160	-5%	-$16.1K	0.23%	103
2018 Q2	$280K	Hold	2,960	–	–	0.25%	100
2018 Q1	$257K	Buy	2,960 +440	+17%	+$38.3K	0.24%	101
2017 Q4	$214K	Hold	2,520	–	–	0.19%	109
2017 Q3	$207K	Buy	+2,520	New	+$197K	0.2%	110

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beaton Management Company's IJT Position: Q1 2026 in Review

Beaton Management Company held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2026 at 1,640 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #136.

Beaton Management Company first reported a position in IJT in Q3 2017 and has held it in 24 quarters since. The position peaked at $282K in Q3 2018. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Beaton Management Company held 1,640 shares of iShares S&P Small-Cap 600 Growth ETF worth $237K as of Q1 2026.
Beaton Management Company left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.11% of Beaton Management Company's portfolio in Q1 2026, its #136 holding.
Beaton Management Company first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2017 and has held it in 24 quarters since.
Beaton Management Company's iShares S&P Small-Cap 600 Growth ETF position peaked at $282K in Q3 2018.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.